Root Financial Partners’s Thermo Fisher Scientific TMO Stock Holding History

Root Financial Partners’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$159K	Sell	324 -49	-13%	-$26.6K	0.01%	395
2025 Q4	$216K	Sell	373 -182	-33%	-$103K	0.01%	284
2025 Q3	$269K	Sell	555 -364	-40%	-$169K	0.02%	225
2025 Q2	$373K	Buy	919 +413	+82%	+$173K	0.04%	158
2025 Q1	$252K	Buy	506 +24	+5%	+$13K	0.03%	177
2024 Q4	$251K	Buy	+482	New	+$265K	0.03%	175

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's TMO Position: Q1 2026 in Review

Root Financial Partners reduced its Thermo Fisher Scientific (TMO) stake by 13% in Q1 2026, selling an estimated $26.6K and leaving 324 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #395.

Root Financial Partners first reported a position in TMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q2 2025. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Root Financial Partners held 324 shares of Thermo Fisher Scientific worth $159K as of Q1 2026.
Root Financial Partners sold 49 Thermo Fisher Scientific shares in Q1 2026, an estimated $26.6K.
Thermo Fisher Scientific made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #395 holding.
Root Financial Partners first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Thermo Fisher Scientific position peaked at $373K in Q2 2025.
2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.